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  1. The new "Files" format is a downgrade.

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    13 comments  ·  Insights  ·  Admin →
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    Renate Schulmeistrat commented  · 

    I agree. It's frustrating that the Client Info isn't available to view on the left side of the screen when I'm viewing client files. I can't view a document and be able to see the client's phone number to call them if I need to - I have to click on Home or one of the other tabs to see the Client Info, closing the Files tab. It's the only tab in the client profile that it disappears on. Multiple clicks, folders don't pop open when dragging files in, and the document viewing area is smaller are other complaints I have with the new format. Ugh!

    Renate Schulmeistrat supported this idea  ·